Recurring Record Match Flow
Overview
- Flow Name: MoveData_Donation_Recurring_Duplicate
- Label: [MoveData] Donation: Recurring - Record Match
- Type: Auto-Launched Flow Template
- API Version: 60.0
- Status: Active
This flow performs duplicate detection for recurring donation records by using platform keys to identify existing recurring donations in Salesforce, enabling proper record matching and preventing duplicate creation during data imports.
Purpose
The flow provides duplicate detection capabilities that:
- Uses generated platform keys to look up existing recurring donation records
- Checks the
Platform_Key__cfield onnpe03__Recurring_Donation__crecords for matches - Returns Salesforce Record IDs when duplicates are found
Salesforce Fields
This flow interacts with the NPSP Recurring Donation object and its related fields. Below is a mapping of all fields utilized:
| Field API Name | Field Type | Purpose in Flow |
|---|---|---|
| md_npsp_pack__Platform_Key__c | Text (100) | Stores external platform identifier for matching |
Input Variables
| Variable | Type | Required | Description |
|---|---|---|---|
PlatformKey |
String | Yes | Generated platform key for lookup matching |
Output Variables
| Variable | Type | Description |
|---|---|---|
Result |
String | Salesforce Record ID of matching recurring donation (if found) |
Flow Logic
1. Platform Key Lookup
The flow immediately performs platform key matching:
- Direct Lookup: Queries
npe03__Recurring_Donation__crecords byPlatform_Key__cfield - Single Operation: No conditional logic or validation steps
- ID Return: Returns matching Salesforce Record ID if found
Lookup Strategy
The duplicate detection follows a simplified approach:
- Platform Key Lookup: Search existing records using platform key matching (only option)
- No Match: Returns null if no duplicate found
Dependencies
None